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Disclosery

Laurel Wealth Planning LLC: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Planning LLC on FVD, newest first. How the timeline and the estimate are built.

Laurel Wealth Planning LLC held 40,174 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,174 shares
    Change vs previous 13F +269 shares

    0.86% of the 13F portfolio, value $1,935,569.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,905 shares
    Change vs previous 13F -2,245 shares

    0.99% of the 13F portfolio, value $1,876,733.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,150 shares
    Change vs previous 13F -3,509 shares

    1.08% of the 13F portfolio, value $1,942,272.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,659 shares
    Change vs previous 13F -865 shares

    1.12% of the 13F portfolio, value $2,111,273.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,524 shares
    Change vs previous 13F -1,557 shares

    1.18% of the 13F portfolio, value $2,079,623.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,081 shares
    Change vs previous 13F -109 shares

    1.42% of the 13F portfolio, value $2,143,932.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,190 shares
    Change vs previous 13F -1,691 shares

    1.36% of the 13F portfolio, value $2,103,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,881 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,269,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).